Accel Wealth Management

Position in BAC — Bank Of America Corp /De/

CIK 1838226 WAVERLY, IA

Position in BAC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,047,919

+$108,556 QoQ

Shares Held

18,391

-4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#1,889

of 3,595 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accel Wealth Management holds $4,710,970 across 4 Banks - Diversified names. BAC ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	7,968	$2,608,165
2	BAC	Bank Of America Corp /De/ This page	18,391	$1,047,919
3	C	Citigroup Inc	5,381	$753,124
4	RY	Royal Bank Of Canada	1,458	$301,762

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,047,919	18,391	-4.6%	Shares	Sole	2026-07-10
2026-03-31	$939,363	19,269	+7.0%	Shares	Sole	2026-04-08
2025-12-31	$990,825	18,015	+17.2%	Shares	Sole	2026-01-20
2025-09-30	$792,783	15,367	-4.9%	Shares	Sole	2025-10-08
2025-06-30	$764,359	16,153	-0.9%	Shares	Sole	2025-07-22
2025-03-31	$679,948	16,294	-4.5%	Shares	Sole	2025-04-10
2024-12-31	$749,830	17,061	-6.0%	Shares	Sole	2025-01-21
2024-09-30	$720,350	18,154	-2.5%	Shares	Sole	2024-10-15
2024-06-30	$740,199	18,612	-2.7%	Shares	Sole	2024-07-12
2024-03-31	$725,599	19,135	-0.2%	Shares	Sole	2024-04-19
2023-12-31	$645,554	19,173	+0.3%	Shares	Sole	2024-01-18
2023-09-30	$523,450	19,118	-4.7%	Shares	Sole	2023-10-19
2023-06-30	$575,464	20,058	+0.4%	Shares	Sole	2023-07-24
2023-03-31	$571,227	19,973	-4.8%	Shares	Sole	2023-04-20
2022-12-31	$694,758	20,977	+2.6%	Shares	Sole	2023-01-26
2022-09-30	$617,529	20,448	-0.5%	Shares	Sole	2022-10-12
2022-06-30	$639,970	20,558	+0.8%	Shares	Sole	2022-08-03
2022-03-31	$840,970	20,402	-0.1%	Shares	Sole	2022-04-29
2021-12-31	$908,841	20,428	+3.1%	Shares	Sole	2022-01-18
2021-09-30	$840,807	19,807	+1.7%	Shares	Sole	2021-11-04
2021-06-30	$803,284	19,483	+0.4%	Shares	Sole	2021-08-03
2021-03-31	$751,127	19,414	+1.4%	Shares	Sole	2021-05-10
2020-12-31	$580,163	19,141	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.